Q & A: – What are the basic advantages of passive investments? – What are specific category in passive funds that is suitable for investors? – Should you consider Large…
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Q & A: – I am 36. I want to create an investment plan for 10 years? – I have redeemed some of my investments? What should be the next…
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Topics to discuss: – How important is life and health insurance in retirement planning? – If I pay health insurance premium for my sibling will that be tax deducttible? –…
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Topics to discuss: – How effective are gold loan? – From where do a consumer take a gold loan Bank or NBFCs? – Does T&C like interest rate, penalties play…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue reading‘How an IT couple realized their dream of a larger home’
Keshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.
‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
